SEDG

SolarEdge Technologies is developing 800 VDC technology for AI data center power delivery in collaboration with NVIDIA. The technology aims to improve power efficiency for next-generation AI computing systems. SEDG stock trades at a discount (1.35X forward sales vs. industry 1.84X) after a 41.7% decline in three months, though analysts project significant earnings growth for 2026-2027.

The article discusses using the Zacks Earnings ESP (Expected Surprise Prediction) tool to identify stocks poised to beat earnings estimates. Two energy stocks highlighted are SolarEdge Technologies (SEDG) with a +60% ESP ahead of November 4 earnings, and Oneok Inc. (OKE) with a +1.74% ESP before October 27 earnings. Both stocks hold a Zacks Rank #3 (Hold) and positive ESPs, suggesting potential for earnings beats.

SolarEdge Technologies (SEDG) declined 6.18% to $30.52, underperforming the S&P 500's 1.11% loss. The stock has dropped 7.74% over the past month, lagging the sector's gains.

While the company is forecasted to report EPS of $0.01 (up 103.23% YoY), revenue is expected to decline 3.25% to $329.11 million. SEDG holds a Zacks Rank #3 (Hold) rating, with the Solar industry ranking in the bottom 15% of all industries.

SolarEdge Technologies (SEDG) declined 2.59% on October 7, 2026, outpacing the broader market's 0.22% loss. The stock has underperformed over the past month, down 6.56% while the S&P 500 gained 1.4%.

Despite forecasted EPS growth of 106.45% for the upcoming quarter, revenue is expected to decline 3.35% year-over-year. The company holds a Zacks Rank of #3 (Hold), with consensus EPS estimates falling 18.93% over the past month. The solar industry ranks in the bottom 11% of all industries.

SolarEdge Technologies (SEDG) gained 1.11% to $31.87, outperforming the broader market decline. The stock has lost 2.99% over the past month.

Upcoming earnings are projected at $0.05 EPS (up 116.13% YoY), though revenue is expected to decline 3.35% to $328.78 million. The company holds a Zacks Rank #3 (Hold) rating, while the Solar industry ranks in the bottom 15% of all industries.

The article highlights two energy stocks with positive Earnings Surprise Prediction (ESP) figures that could potentially beat their upcoming earnings estimates. Baker Hughes (BKR) holds a Strong Buy rating with a +1.04% ESP ahead of its October 27, 2026 earnings report, while SolarEdge Technologies (SEDG) has a Hold rating with a +77.78% ESP before its November 4, 2026 earnings release. Both stocks are positioned as candidates for positive earnings surprises based on the Zacks ESP methodology.

Enphase Energy is expected to report Q3 2026 results on October 27, 2026, with consensus estimates showing a 26% sales decline and 47.8% earnings decline year-over-year. While new product launches like the IQ9 microinverter and growing battery storage demand provide some support, the company faces headwinds from reciprocal tariffs, cautious distributors, and elevated interest rates. The Zacks model does not predict an earnings beat given the Rank #4 (Sell) rating despite a positive Earnings ESP of +6.38%.